OEXN：美联储降息预期提振亚洲股市

Group 1 - Asian stock markets have risen for the second consecutive trading day, driven by heightened expectations of interest rate cuts by the Federal Reserve due to signs of slowing global economic growth [1] - The probability of a rate cut in September has surged from 63% at the end of July to 94% following disappointing non-farm payroll data, which has intensified concerns about economic slowdown [1] - The Nikkei index in Japan has rebounded by 0.5%, supported by positive data indicating a significant recovery in service sector activity in July [1] Group 2 - The USD/JPY exchange rate has slightly declined to 146.96, reflecting investors adjusting positions amid expectations of a weaker dollar [4] - Major companies' earnings reports, including those from Disney and Caterpillar, are still in focus as the earnings season comes to a close, with tech giants like Nvidia, Alphabet, and Meta seeing significant stock price increases [4] - The expectation of loose monetary policy is seen as a crucial factor supporting risk assets, despite challenges such as rising oil production and geopolitical trade tensions [4]